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Showing 1 - 10 of 88 results for "MLC Wealth"

Iress snags Insignia Financial executive

ELIZABETH FRY  |  FRIDAY, 9 AUG 2024
... as chief executive of super starting in November. Before his three years at Insignia, Wall held senior positions at MLC Wealth, Colonial First State and Zurich Financial Services. Iress chief executive Marcus Price noted his strong track record of leading ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... "Having served as the chief executive of MLC, one of the most rewarding experiences was assisting more than a million MLC Wealth clients in preparing for and enjoying their retirement which is why aligning with a business solely focused on retirement ...

JANA awarded mandate by NFP

CHLOE WALKER  |  MONDAY, 20 FEB 2023
... south," she said. Last month, JANA bought out the 45% interest owned by Insignia Financial, following its acquisition of MLC Wealth. It comes after the appointment of JANA's chief executive Georgina Dudley in December 2022. "Since the initial buyout ...

JANA management buys out Insignia stake

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
... Insignia have entered into a binding share sale agreement for the former's management team to buy the 45% stake which MLC Wealth had owned since 2017 when JANA's management acquired 55%. The shareholding transferred to Insignia when it, then ...

Separation of ANZ P&I business completes

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
... and people, aligned to our enterprise priority of simplification," he said. Insignia's work on the separation of the MLC Wealth business is continuing. "We are applying the learnings from the separation of the P&I business, as well as pivoting the people ...

Colonial First State CFO in new role

CHLOE WALKER  |  MONDAY, 28 MAR 2022
... family, the bank said. Morgan has previously held roles as chief financial officer and acting managing director of MLC Wealth, joining after five years as chief financial officer of Commonwealth Bank's wealth management business. He is also a former ...

What you read in 2021

JAMIE WILLIAMSON  |  FRIDAY, 17 DEC 2021
... That said, there is one non-super story that made the cut; IOOF's unexpected rebrand following its acquisition of MLC Wealth managed to sneak into the top 10. With more and more disruption, innovation and change anticipated in 2022, this list serves ...

IOOF moves forward with rebrand

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
... people from across three heritage businesses with a common purpose and ambition." IOOF completed its acquisition of MLC Wealth in May this year, effectively doubling its funds under management to about $494 billion. The MLC brands it acquired will retain ...

CBA receives regulatory approval for CFS sale

CHLOE WALKER  |  TUESDAY, 23 NOV 2021
... firm.The transaction was originally expected to complete in the first half of this year. Earlier this year, former MLC Wealth and current Generation Development Group chair Rob Coombe was named as chair-elect ahead of the acquisition and has since been ...

CFS appoints risk chief from MLC

ELIZABETH MCARTHUR  |  MONDAY, 23 AUG 2021
Colonial First State has appointed a new chief risk officer, with MLC Wealth's former chief operating officer stepping into the role. Anthony Lane starts as group chief risk officer at CFS today. He was chief operating officer and chief risk officer ...
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